Project Title: Using LLMs to improve predictive AI for sales forecasts.

USAM Group Inc.

Details
Project Title Using LLMs to improve predictive AI for sales forecasts.
Project Topics Data Management Entrepreneurship Growth Strategy Reporting, Financial Planning & Analysis Research & Development Sales & Business Development Software Design & Development
Skills & Expertise Data Processing Data Visualization Database Administration Deep Learning Experimentation & Testing Instructional Design Quantitative Research Technical
Project Synopsis: Challenge/Opportunity
Work with our Chief Data Scientist to create sentiment analysis on natural language sales notes, feeding the results to an existing predictive AI model to improve its accuracy.
Project Synopsis: Activities/Actions Required
  1. Text Preprocessing:
    • Tokenize the text data into words or phrases.
    • Remove stop words, punctuation, and special characters.
    • Perform stemming or lemmatization to normalize the text.
  2. Sentiment Analysis:
    • Utilize natural language processing (NLP) techniques to perform sentiment analysis on the sales notes.
    • Apply sentiment lexicons, machine learning models, or deep learning models to classify the sentiment of each sales note (positive, negative, neutral).
    • Experiment with different sentiment analysis approaches and algorithms to determine the most effective method for the dataset.
  3. Integration with Predictive AI Model:
    • Understand the existing predictive AI model and its input requirements.
    • Modify the input features of the predictive AI model to include sentiment features derived from the sales notes.
    • Select the proper matrics for model accuracy.
  4. Integration with Production Environment:
    • Prepare the trained model for deployment in a production environment.
    • Integrate the model with the existing infrastructure, ensuring compatibility and scalability.
    • Test the integrated system to verify functionality and performance.
  5. Documentation and Reporting:
    • Document the entire process, including data preprocessing steps, model development, and integration efforts.
    • Create comprehensive documentation to facilitate knowledge transfer and future maintenance.
    • Prepare a report summarizing the methodology, results, and insights gained from the project.

Project Synopsis: Expected Results
Deliver a 1.0 release of code that scores sales notes across several factors. The desired delivery would include improved predictive accuracy, scalability and sustainability.

Project Timeline

USAM Group Inc. - Using LLMs to improve predictive AI for sales forecasts.
Due Date
Activities
Deliverables
Status
Action
Fri, 05/03/24
12:00 AM UTC
Applications Closed for Students
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Location: Virtual
CapSource Platform
Fri, 05/10/24
12:00 AM US/Eastern (UTC-04:00)
Students Upload Signed "Fordham Unpaid Internship Agreement"
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Fri, 05/10/24
12:00 AM UTC
Teams Finalized, Projects Assigned
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Location: In Person
CapSource
Fri, 05/17/24
12:00 AM UTC
Industry Partners to Provide Each Offer Letter to Each Student
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Deliverables are suggested but not required.
Fri, 05/17/24
12:00 AM UTC
Students Upload Resume
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Fri, 05/24/24
12:00 AM US/Eastern (UTC-04:00)
Kickoff Eval
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Fri, 05/31/24
12:00 AM UTC
Goal Date for CPT Approval
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Location: In Person
CapSource
Mon, 06/03/24
12:00 AM UTC
Projects Launch!
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Guiding Questions:
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Location: In Person
Virtual
Wed, 06/12/24
12:00 AM UTC
Temp Check
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Fri, 06/28/24
12:00 AM UTC
Temp Check
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Wed, 07/10/24
12:00 AM UTC
Temp Check
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Fri, 07/26/24
12:00 AM UTC
Projects End
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Location: In Person
Virtual
Fri, 07/26/24
12:00 PM UTC
End of Project Self Reflection
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Program Managers

Name Organization
Beatriz Picard Fordham University